Check the background of this financial professional on FINRA's BrokerCheck.
Mission Statement
As your Advisors, we will be singularly focused on one goal.

This goal will be to help you work towards your financial lifestyle objectives by ensuring you have the appropriate tools to succeed.

We will accomplish this by first identifying the true purpose of your money; and then, structure investment strategies, and risk management techniques that provide that opportunity to achieve that specific purpose.

We will employ money management techniques that provide us with the opportunity to strike the delicate balance between investment risk and investment return.

Finally, we will be committed to insuring that every strategy is a client-centered strategy and that your interest, as our client, will unconditionally come first.
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Company Mantra
If I accept you as you are,
I will make you worse; 

If I treat you as though you are what
you are capable of becoming 
I help you become that.

Author - Johann Wolfgang von Goethe
Newsletters
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    Money is power. A fool and his money are soon parted. A penny saved is a penny earned. Money is the root of all evil.
  • Deducting 2017 Property Losses from Your Taxes
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    It's human nature to put off complicated or emotionally heavy tasks. Talking with aging parents about their finances, health, and overall well-being
  • Why is it important to factor inflation into retirement planning?
    Inflation is one of the key factors you will need to consider when planning for retirement. Not only will the cost of living rise while you're
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    If you or a loved one needs long-term care, other choices besides nursing home care may be available. Here are some of the other options.
    
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To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck
Securities and Investment Advisory Services offered through SagePoint Financial, Inc., member FINRA/SIPC, and a Registered Investment Advisor.

Certain additional advisory, employee benefits and insurance services offered through "The Art and Science Of Successful Planning", a * Registered Investment Advisor, not affiliated with SagePoint Financial, Inc. 

3949 Evans Ave., Unit 300 Fort Myers, FL 33901 Ph. (239) 489-0084 Fax. (239) 489-0965
 


This communication is strictly intended for individuals residing in the state(s) of FL, IN, MI, NJ, NY and OH. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.